Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trevor? Claim Your ProfileTrevor Sullivan is a financial advisor with Fidelity Brokerage Services LLC, based in Westlake, Texas. Trevor has been in the industry since 2008 and has a broad range of experience in the financial services industry. Trevor holds Series 6, 7, 24, 26, and 63 securities licenses, along with the SIE exam.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
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2
TX
10/26/2011 - Present
Fidelity Brokerage Services LLC (WESTLAKE TX)
TX
07/28/2011 - 12/20/2011
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)
TX
06/09/2008 - 10/13/2010
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)
TX
05/22/2007 - 12/19/2007
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)
BC
Issued 08/02/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/02/2015
Series 24 - General Securities Principal Examination
BC
Issued 12/15/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2014
Series 7 - General Securities Representative Examination
BC
Issued 05/21/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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